Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Nunn is a registered representative with Cetera Investment Advisers LLC. William has been in the securities industry since September 2010. William has a Series 7, Series 66 and a SIE exam. William is registered to provide investment advisory services in Florida, Texas, Alabama, California, Colorado, Georgia, Illinois, Louisiana, Maryland, North Carolina, Tennessee, and Virginia. William was previously employed with Hancock Whitney Investment Services Inc. William specializes in the following: Retirement Planning, College Savings, Investment Management, Insurance, and Estate Planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
07/22/2022 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
09/24/2013 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (PENSACOLA FL)
FL
07/22/2022 - 07/22/2022
CETERA INVESTMENT SERVICES LLC (TAMPA FL)
FL
09/13/2010 - 09/24/2013
WELLS FARGO ADVISORS, LLC (ST. PETERSBURG FL)
BOTH
Issued 10/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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